| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OXY | Exit | OCCIDENTAL PETE CORPput | $0 | – | -8,200 | -100.0% | -0.02% | – |
| WTRH | Exit | WAITR HLDGS INCcall | $0 | – | -147,900 | -100.0% | -0.02% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -6,100 | -100.0% | -0.74% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -9,329 | -100.0% | -0.84% | – |
| BA | Exit | BOEING CO | $0 | – | -1,838 | -100.0% | -1.75% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,646 | -100.0% | -1.97% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -11,495 | -100.0% | -2.35% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -5,086 | -100.0% | -2.46% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -11,897 | -100.0% | -5.49% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -25,285 | -100.0% | -8.66% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -50,165 | -100.0% | -12.43% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -39,325 | -100.0% | -14.48% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -47,488 | -100.0% | -15.31% | – |
| AAPL | Exit | APPLE INC | $0 | – | -38,962 | -100.0% | -33.49% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 27 | Q4 2019 | 44.5% |
| EXXON MOBIL CORP | 27 | Q4 2019 | 3.2% |
| APPLE INC | 26 | Q4 2019 | 33.5% |
| MICROSOFT CORP | 26 | Q4 2019 | 8.5% |
| SELECT SECTOR SPDR TR | 26 | Q3 2019 | 1.7% |
| NETAPP INC | 24 | Q2 2019 | 9.6% |
| WASTE MGMT INC DEL | 24 | Q1 2019 | 3.2% |
| OCCIDENTAL PETE CORP DEL | 23 | Q4 2019 | 1.6% |
| VERIZON COMMUNICATIONS INC | 23 | Q4 2018 | 2.9% |
| ISHARES TR | 22 | Q4 2019 | 13.2% |
View Lyons Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-02-13 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-08-13 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-02-08 |
| 13F-HR | 2017-11-13 |
View Lyons Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.